Choice 1 Blackrock LifePath Index Target Date Funds
Choice 2 Passively Managed Funds
Choice 3 Other Funds and a Brokerage Link
Choice 3 was scanned this year. It has 12 investment options including company stock DE. The Balanced portfolio was helped by company stock DE and invested 5.4% of the portfolio in the stock which I own. That helped produce a 5yr APR = 5.23% with a positive Sharpe ratio of 0.97. This is an incremental improvement over last year. Only 6 of the 12 investment options are in the Balanced portfolio and I have no information on the employee asset allocation. Some of the old 401k plan better funds like FCNTX are no longer in the Plan but the BrokerageLink makes them available.
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